Initial Setup

In this section

 
  • Adding business settings for your store
  • Getting started
  • Setting up your store
  • Setting up your email
  • Choosing your store management settings
  • Preparing your Pisell store for launch
  • Moving a restaurant online
 

 
Before you start
 
Before you start setting up your Pisell store, it's important to understand your goals. Ask yourself basic questions about your store. For example, do you want to sell your products both online and in person? Do you want to sell your products through social media channels like Facebook? This can help you to focus your attention and speed up your setup process. You might also want to think about which pricing plan meets your needs. However, you don't need to choose a plan until the end of your 7-day free trial.
 

 

  • Choose which sales channels you want to use
  • If you’re interested in selling in person, then learn about Pisell’s point of sale hardware
  • Think about which pricing plan you need
 

 
Set up your online store
 
Before you stock your Pisell store with products, you need to enter some information about yourself and your store. You need to decide on some basic standards for your product listings and customer transactions. Also, you need to set up your domain to make sure that your customers can find your store online.
 
  • Log in to your store
  • Password protect your store
  • Name your store
  • Choose your legal business name and address
  • Add your billing information
  • Set up your payment provider
  • Set the default currency for your store
  • Set a default weight unit for your store listings
  • Set up your shipping settings
  • Set up pickup and local delivery
  • Set up your taxes
  • Set up your payment gateways
  • Staff your store if necessary
  • Set up your domain
  • Explore the Pisell App store to see which apps could help you with your business
 

 
Organize your online store
 
The way that your store looks and the kinds of products that you're going to sell are two of the most important parts of your online store. Try a few different themes to see which one looks best, and then add some products to sell. Depending on how many products you plan to offer, adding and organizing your product listings can be the most time-consuming step of setting up a Pisell store. Be sure to give yourself plenty of time to add your products, to organize them into groups, and to set the necessary tax and shipping information.
 
  • Make your website look great with a theme
  • Customize your theme
  • Add your products
  • Organize your products into collections
  • Customize your menu and navigation
  • Add a blog to your store
 

 
Test your online store
 
Before you launch your online store, place some test orders to see how the checkout process works.
 
  • Test successful and failed transactions
  • Test refunding and canceling orders
  • Test fulfilling and partially fulfilling orders
  • Test archiving successful orders
 
 

 
Open your online store
 
After you've picked a plan and tested your online store, you're ready for people to see it. You can remove your online store password, and add a chat widget to make it easy for online store visitors to ask questions.
 
  • Remove your online store password to give customers access to your store
 

 
Add other online sales channels
 
After you launch your online store, your business might benefit from adding some other online channels to your Pisell store. There are several online channels that you can add to your Pisell admin when selling online.
 
Note
Each sales channel has eligibility requirements based on your region, your product types, and sometimes on your store's Pisell subscription plan. For more details, refer to your plan's features.
 
  • Sell with Box Local
  • Sell with Facebook Messenger
  • Sell with Instagram
  • Sell with Online Store
 

 
Promote your online store
 
After you launch your online store, you need to promote it. You can improve your store's visibility by adding the information that will be used by search engines and by promoting your store in all of the appropriate spaces.
 
  • Define your home page metadata
  • Promote your store
  • Create a marketing plan
  • Set up Pisell Email and send your first email marketing campaign
  • Improve your store’s SEO
  • Use discount codes and sales
  • Add chat to your online store and read and respond to messages in Pisell Ping
 
 
 
On this page
 

 

Set up your store

 
Before you launch the online storefront for your restaurant, verify that you have considered all of the following steps.
 
  • Create your online store
  • Log in to your store
  • Password-protect your store
  • Name your store
  • Choose your legal business name and address
  • Add your billing information
  • Set up your payment provider
  • Set up a tip option
  • Set the default currency for your store
  • Create an online menu
  • Set up your shipping settings
  • Set up local pickup and local delivery
  • Set up your taxes
  • Set up your payment gateways
  • Staff your store if necessary
  • Set up your domain
  • Explore the Pisell App store to see which apps could help you with your business
 

 

Customize your store

 
Use these suggestions to help make your online store your own.
 
  • Customize your Express theme or choose another theme from the Theme Library
  • Customize your home page and create pages
 

 

Test your store

 
Before you launch your online store, place some test orders to see how the checkout process works.
 
  • Test successful and failed transactions
  • Test refunding and canceling orders
  • Test fulfilling and partially fulfilling orders
  • Test archiving successful orders
 

 

Open your store

 
After you've picked a plan and tested your online store, you're ready for people to see it. You can remove your online store password, and add a chat widget to make it easy for online store visitors to ask questions.
 
  • Remove your online store password to give customers access to your store
 

 

Let your customers know you're open for business

 
After you open your online store, you need to promote it. You can improve your store's visibility by adding the information that will be used by search engines, and by promoting your store in all of the appropriate spaces.
 
  • Define your home page metadata
  • Use social media to promote your store
  • Create a marketing plan
  • Set up Pisell Email and send your first email marketing campaign
  • Improve your store’s SEO
  • Use discount codes and sales
  • Customize your abandoned cart emails
  • Add chat to your online store and read and respond to messages in Pisell Inbox
 

 
Adding business settings
 
Adding business settings for your store
 
Before you start setting up your Shopify store, you need to create a Shopify account and add some essential business information for your store. You don't need to include every detail right away, but be sure to add the following items:
 
  • Store name
  • Legal business name and address
  • Store time zone
  • Default store currency
  • Default weight unit
  • Password to protect your online store
 

 
On this page
 

 
 

Create your Pisell account

 
Create a Pisell account to start setting up your store. You'll need to enter a valid email address, a password, and the name of your store.
The store name that you choose becomes your primary domain, known as your myPisell domain, which looks like this your-store-name.myPisell.com. You'll use this to log in to your store from now on.
 
You can't change your myPisell domain, but you can change the name of your store, as it appears on every page of your website, at any time. You can also buy a custom domain, and that doesn't need to match your myPisell domain either.
1. Register and Create a Store
1.1. Entry
The above shows the log-in page. Click ‘Create a Store’ at upper right-hand corner to enter your store.
1.2. Create a Store
The above picture shows the first page of creating a store, you need to enter the login email account, password and store name corresponding to the main store account, in which:
(1) Email: this email is the login of the store created.
(2) Password: this must be of a minimum of five (5) characters.
(3) Store Name: this must be unique. A combination of English, symbol, number and Chinese characters can be used. If the combination does not include a Chinese character, it will also become the second level domain name.
Fill in all the field to process, and the following scenarios may occur:
Scenario 1: If the email address is an unregistered email address, it will jump to creating a store page.
Scenario 2: If the email address is registered and the password entered in the current page is also correct, then jump to creating a store page.
Scenario 3: If you have registered your email address, but the password you entered on the current page is incorrect, you will be prompted "You already have a Pisel account. Sign in to create a new store." and you will be redirected to the page where you can re-enter your password.
1.3 During Store Creation
In succession to the above section, you will be redirected to these pages: (1) Create account - (2) Initialize store - (3) Apply store configuration of creating store page. When you are done, you will be prompt to "Please briefly introduce yourself ".
A successful registration email will be sent to your registered email address after account registration and store creation is completed.
1.4 Add Payment Address
This step is used to add the store's collection address, which will be saved as the store's default business address.
(1) First and Last name: Optional.
(2) Address: Mandatory.
(3) Unit number: if applicable.
(4) City: Mandatory.
(5) Country/Region: Mandatory. The default is set to the country that the user’s IP address belongs to.
(6) State/Province/District: Mandatory. State/Province will be displayed according to country selected.
(7) Contact Number: Mandatory.
(8) This is a Registered Store: NOT checked. If this is checked, you will need to provide your ABN through store settings.
(9) Enter my store - before you can proceed, the following needs to apply to all fields:
① Check all mandatory fields;
② Email confirmation to the corresponding email address;
③ Redirection to your store page
If you close this page without submitting your details, you will be redirected to this page again upon the next login.

Relevant topics
  • 2. Logins
  • 3. Account

2. Logins
Click登录 (opens new window)to reach V7-My Pisel Shop back-end operating area.
 
2.1. Login and select store
As shown above, when logging in, you will need your credentials (email and password). Then you will be redirected to a corresponding store list to all stores associated with this email.
(1) Click on “Create a store” will redirect you to the page shown in section 1 - Creating a Store.
(2) Click “Forgot Password” will redirect you to a page where you can reset your password through registered email.
As above, it shows the list of stores that is associated with this email, or this email owner has access to.
(1) Choose a store from this list to enter into the corresponding store back-end operating area.
(2) All stores listed are stores that this account has access to (you may be an owner or worker at this store). You may switch between stores at your back-end operating area.
 
2.2 Forgot and Reset Password
At login, click “forgot password” to jump to the corresponding page. Enter the login account you need to reset the password, enter the verification code, and go to the next verification page.
When reset is complete, you will be redirected to the login page again.
As above, there is a button to reset your password in the email. Click it to reset your password.
Follow the instruction to reset your password. You must type your password the same twice to complete the process (password needs to be a minimum of 5 characters).
When reset is complete, you will be redirected to the login page again.
 

3. Account
Emails indicated at the creation of the store will be the main account associated with this store. The owner of the account will have access to all functions for this store. (See section 2.1)
 
There is a multilateral relationship between accounts and stores.
(1) One account can be associated with more than one store (may be a store owner, may be a store worker);
(2) One account can be the owner of more than one store or can be the clerk of more than one store.

 

Set or change your online store name

Your online store name is the name that's displayed on every page of your website.
Note
Changing your store name doesn't change your myPisell domain. You can't change your myPisell domain, which you use to log in to your store, and identify your account when you contact Pisell Support.
Steps:
  1. From your Pisell admin, go to Settings.
  2. Click General.
  3. In the Store details section, enter the name of your store in the Store name text field.
  4. Click Save.

 

Set or change your legal business name and address

Your legal business name and address will appear on your bill. With the correct address listed on your Pisell bill, you might be able to claim Pisell as a business expense.
 
Steps:
 
  1. From your Pisell admin, go to Settings.
  2. Click General.
  3. In the Store address section, update all of the relevant editable text fields.
  4. Click Save.

 

Set or change your store time zone

 
Steps:
 
  1. From your Pisell admin, go to Settings.
  2. Click General.
  3. In the Standards and formats section, use the drop-down menu under Time zone to select a new time zone.
  4. Click Save.

 

Select a store currency (Currently only supports Australian dollars)

 
In the General settings page of your Pisell admin, you can choose which currency your store uses.
 
Caution
If you're just experimenting with setting up a store, you can set and then change the store currency. But after you make your first sale, do not change the currency. Changing it will have an adverse effect on your prices, reports, past orders, and other historical data, and you can't undo the change.
 
If you are using Pisell Payments as your credit card payment gateway, then you must change your currency by editing the bank account and currency settings used by Pisell Payments.
 
Steps:
 
  1. From your Pisell admin, go to Settings.
  2. Click General.
  3. In the Standards and formats section, use the drop-down menu under Currency to select a new monetary unit.
Tip
You can change the way monetary amounts are shown by clicking Change formatting.
  1. Click Save.
 
 
Set or change your store's default weight unit
You can choose from the following default units of weight:
 
  • Kilograms (kg) - Metric system
  • Grams (g) - Metric system.
 
Choose the weight unit that is most appropriate for your business. This is just the default value, and can be edited on a product-by-product basis later on.
Note
Before choosing your default weight unit, your should choose your Unit system from the same screen.
 
Steps:
  1. From your Pisell admin, go to Settings.
  2. Click General.
  3. In the Standards and formats section, use the Default weight unit drop-down menu to select the weight unit of your choice.
  4. Click Save.

 

 

 
 

Format your order IDs

 
By default, your first order ID is given the format #1001. Orders after that are incremented by 1 for each new order.
 
You cannot change the number that your orders begin at (1001), but to customize the format of your order IDs you can add or edit an order ID prefix or suffix.
 
Add or edit an order ID prefix
 
Steps:
  1. From your Pisell admin, go to Settings.
  2. Click General.
  3. In the Standards and formats section, edit the Prefix text field.
You can delete the # or replace it with any characters A-Z, 0-9, or symbols. You can replace it with multiple characters if desired.
  1. Click Save.
 

Next steps

After your business information is set up, it's time to start building your store.
 

 
Getting started
 
What products you're going to sell and what your store looks like are two of the most important choices you'll make for your store. Follow these tutorials to add your first product, try a few different themes to see which one looks best, and then set up a domain for your store.
 

 
On this page
 
  • Choose a theme
  • Set up a domain for your store
  • Next steps
 

 

Add your first product

 
Steps:
  1. From your Pisell admin, click Products to go to the Products page.
  2. From the Products page, click Add product.
  3. Enter a title for your product, along with additional details. Product details change the way your products display to customers. They also make it easier for you to organize your products, and they help customers to find what you are selling. In addition to product titles, some product details you might want to enter include product descriptions, images, prices, shipping details, weight, and more.
  4. Click Save product.
As shown in the figure above, click 【New Product】 in the upper right corner of the product list page to jump to the "New Product" page, which contains basic product information, media, pricing, single specifications, combination specifications, product status, product attribution, etc. . in:
【Save】: When creating a new product, only when the page meets all the conditions (currently as long as the verification is required), the "Save" button is enabled, otherwise it is disabled; after saving, the page jumps to the product viewing page (Not the product list page);
【Cancel】: Give up saving and return to the list page; if the page has edited content, when the user clicks the button, a pop-up window prompts "the page has unsaved content changes. If you exit the page, any unsaved The changes will be lost", and then give the buttons of [Cancel] and [Exit Page];
【Return】: At the top, on the left side of the product name, there will be a return button, the operation and logic are basically the same as "Cancel".
 
As shown above, the basic information part of the product:
(1) Product Name: mandatory. By default (when a single item and no specifications and no additional items), the only required field.
(2) Product description: description of the product detail page, rich text box format, support for the upload of images and videos.
 
As shown above, the media here refers to the management of product’s main image, supporting the upload of up to 5 pictures and 1 video file; the supported formats for pictures are png and jpg; the supported format for videos is mp4; the maximum upload file is 15M.
 
(1) After uploading an image or video, moving cursor to the file icon selects media files, and drag and drop files for sorting; move out to hide.
(2) After selecting the file, the media title at the top needs to be changed to selected, as well as "Delete", and when you click Delete, there is a prompt to confirm the deletion;
(3) The main image of the product in the listing page, the first image of the product in the media;
(4) The default main image of the product on the detail page is the first file of the product in the media (maybe either a video or a file);
(5) URL import: That is, add a network picture or video, click on it, a pop-up box will appear for entering the url address of the media file.
As shown above, the pricing there is set only for single products, and the settings for combination specification products are set on the edit page of individual combination specifications, where:
(1)价格:商品的销售价格;
(2)原价:商品的原始价格,原始价格仅能填小于等于价格的值。
(3)已包含GST:默认价格中不含税,如果沟选,则表示以上价格为含税价格;
As shown above, the concept of "Stock Quantity" here is similar to that of "Pricing", and the settings for combination specifications are set on the edit screen of individual combination specifications, where:
(1) Stock Number: A number customised by the merchant for products, usually for standard products; often used as a key field for product mapping with third-party systems; not applicable to customized products such as catering industry;
(2) Barcode: Commodity comes with a standard code, such as the most common domestic 13-bit 69 code;
(3) Stock Quantity:
Unlimited: The default state is checked, i.e. the stock of the item is not limited; the item can be purchased an unlimited number of times.
Track Stock: The default state is unchecked, i.e. the front-end sales of products are not limited by the number of stock. When you select "Track Quantity", you need to fill in the inventory quantity. As orders come through from customer client portal, relevant stock quantity will also decrease. When the stock quantity reaches zero (0), customers cannot place order for this item;
"Allow order placement when out of stock” is unchecked by default. This option is only available when "Track inventory” is checked; when this item is checked. In this case, the quantity in stock is allowed to be negative, and the front end allows to continue to place orders for the item.
(1) This order is physically available product.
Individual Quantity is often used in catering/clothing and other industries for the description of meals/goods, such as level of spicy, sweetness, taste, temperature/size, colour, length or a variety of options; the default for the unchecked. When checked, a tab for specification items is provided by default.
Add Specification: Click the "+" on the far right of the tab to add a specification item; a tab represents a specification name;
Delete Specification: Click the "x" of the specification name at the tab, can be used to delete the specification. As shown above, in the current product page to delete the specifications, you can retract delete action if you have not save your changes. After adding a specification item, you need to improve the following specification:
(1) Specification Name: mandatory. The name of this specification group, such as size, colour, length, etc.
(2) Mandatory Specification: when checked, customers will have to choose an option from available options when placing an order. This field is by default active.
(3) Multi Select: when checked, the specification group can be multi-selected by our customers, one example can be applying multiple sauces to a dish. This field is NOT active by default.
(4) Specification Options: mandatory. i.e. the value of the specification, i.e. the detailed "taste" of the product used by the buyer to select in the front end, after opening the single specification, the default will provide a line of specification items to fill, the user can add a new specification item below the current specification item by "+"; or delete the specification item by "-"; after deleting the specification, it supports undo (i.e. restore)
The amount of the mark-up: that is, after the buyer selects the specifications, on the basis of the original price of goods, the amount to be increased/reduced, the default is 0; negative numbers are allowed;
For Interaction: In order to facilitate an easy recall of applied specifications used in similar products, the system can search for previous applied specifications used in the product library after inputting the specification name. After confirming, you can adapt the specification name and value; this interaction also applies to filling in the combination of specification name, referring to the history of specifications and specification value.
For bundle specifications, the system will create specification combinations for each name (mandatory) and value (mandatory), such as size or colour, based on the created specifications.
For example, suppose a dress has two specification options: size and colour; Sizes are available in values of size L, XL and XXL. The colour has two values: blue and pink. Then the dress will generate 6 specification combinations of size L blue, size L pink, size XL blue, size XL pink, size XXL blue and size XXL pink. Each of the above combinations need to fill in the price, quantity, and SKU and other product information separately, and can be configured separately for each combination of pictures and inventory management methods.
(1) Specification Name: mandatory. Such as colour, size, etc.
(2) Specification Value: mandatory. It refers to the specific value corresponding to the specification item. This interaction allows you to create a value by entering text/value. If you wish to edit a specification value, you can only delete it and start again.
(3) Delete: delete the specification item, there is a prompt when deleting, after confirming the deletion, the options in the preview need to be changed.
(4) Addition Options: when clicked, a set of specifications can be generated.
(5) Preview: if you complete the input of specification items and values, the corresponding combination options will be generated in the preview.
① Option: that is, the value of each group of specification items will cross-combine to generate different options. You cannot edit the options in preview mode.
② Price: the selling price for this specification combination.
③ Stock: the quantity of stock available for this combination.
④ SKU: the merchant-made code for this combination of products.
⑤ Delete: remove this specific combination. There is a confirmation prompt before deleting the combination, after removal, can not be undone. However, it is possible to add a combination of specification items when editing products.
(6) There is can be a maximum of 3 specifications and a 100 combination specifications. There is no upper limit to the amount of spec. values.
 
The initial status of the new product is a "Draft", i.e. the product status is "Closed". Making the product available will denote the status is "published".
This is used to select which channels or applications the item is available on.
This area is used to configure the type, brand, group, and label of the products.
(1) Product Type: mandatory. This reflects the type of product. If a product belongs to multiple types, you may indicate all product types that this product belongs to. When entering a product type, you may type in the title of product type and search through the available type library. If there is no related type in the library, you may create a type. There is a maximum of five (5) product types can be registered for each product.
Note: For product type, there is a supporting library not available for viewing.
(2) Product Brand: optional. The brand to which the product belongs, the logic and operation is similar to the above product type; a product can only be associated with one brand.
(3) Product Group: optional. A collection of products with some similar characteristics that can be added directly to a group upon creation or during edit. There can only be a maximum of ten (10) manually associated product groups to each product. Note: There is a separate entry and explanation module for product group.
(4) Product Label: labels can be used to associate products with search function by merchants and customers. When creating or editing an item, you can directly enter the new tag or "View all tags" to select the desired tag; up to 10 tags can be associated with an item.
In the product list, click on an existing product to view the product’s detail, In which:
(1) You can edit the product information directly by viewing the page. Submitting the changes to [Save] before the changed product information will take effect. When there is no change on the page, the [Save] button is disabled.
(2) [Duplication]: As shown below; after clicking on it, a pop-up window will appear, where you can configure the title, the range and the status of the product to be copied . After confirming the duplication process, the page will jump to the new product page, and the basic data of the page will be filled according to the information of the copied product.
(3) [View]: Clicking on it will open a new page and shows how it is perceived by your users.
(4) [Archive]: Located at the bottom left of the detail page; this can be used to hide or disable an item.
When you click on it, a pop-up window will indicate with a message saying "archiving this product will hide it from the sales channel and product management portal, but you can still find the item by filtering the product status".
(5) [Delete]: Located on the left side of the bottom of the detail page; after clicking on it, a pop-up window will prompt "Are you sure you want to delete this product?”.
The product view/edit page is displayed differently compared with product creation:
(1) Quick Selection: list all the values of the combined specification. If you select a certain value, the specification containing that value will be checked in the list of combined specifications. Above, if you click on 9'' in the list, the first and second item will be selected.
(2) Sort combination specifications: Clicking this button will prompt a pop-up window in which all combination specifications will be listed. The merchant can reorder the specification options or the order of the specification values within the options by dragging and dropping in the pop-up window. Click [Save] to confirm.
(3) Other Functions: check one or more combination specifications. Click on the button, a pop-up window will appear and the user can set the price, quantity, SKU and other information of the specification for the selection to be applied.
(4) Edit Combo Specs: Click the "Edit" button for each combo specs, and the page will jump to the edit page for that combo spec. In this page, you can edit pictures (only one picture is allowed to be uploaded), stock, pricing, shipping and other information of the combo specification individually.
(5) New Specification: After clicking, it will jump to the page of new specification. A new specification will be online when changes are saved.
(6) Changes to flow logic of specifications:
As shown above, there are 9", 18" and 12" sizes, and the client see the following display:
Size: 18", 9", and 12";
Crust: Classical; Roasted Cheese Sausage;
When an order selected a size of 18", only the classic crust is available as an option. When an order selects 9", only the roasted cheese sausage crust is available.
If the order indicates the roasted cheese sausage first, only the 9" and 12" will be available.

 

Choose a theme

 
To help you get started, the Themes page of your admin has a default theme set up when you open an account with Pisell. If you want to customize a different theme for your online store, then you will need to add one to your admin.
 
To add a theme for your online store:
 
  • You can add a free theme quickly and easily from within the admin.
  • You can buy a paid theme from the Theme Store. Although paid themes need to be purchased before you can publish them to your online store, you can try a paid theme before buying.
 
 
Add a free theme from the admin
 
Free themes are developed by Pisell. Help with customizations for free themes is supported by Pisell.
 
Steps:
  1. From your Pisell admin, go to Online Store > Themes.
  2. In the Free themes section near the bottom of the page, click Explore free themes. A window that shows all of the free themes will appear.
  3. Click any theme to read about its features and to preview the available theme styles.
  4. Click the Add button for the theme. The theme will be added to the Themes page of your admin.
 
 
 
Add a theme from the Theme Store
 
Paid themes are developed by third-party designers. Help with customizations for third-party themes is provided by the theme designer.
 
Steps:
  1. Visit the Pisell Theme Store and choose a theme. If you're still in your free trial period, then choose a free theme to avoid paying any charges.
  2. If you've chosen a free theme, then click Add theme or Start with this theme. If you've chosen a paid theme, then click Buy theme to buy the theme. Paid themes are non-refundable. To be sure that it suits your needs, you can try a paid theme before you buy it.
  3. For paid themes, click Approve charge to approve the payment. The theme will be added to the Themes page of your admin.
 
 
Try a paid theme in your store
 
You can try a paid theme to see how it looks with your products, brand colors, and style, before you commit to buy the theme. While you preview a theme, you can make customizations by using the theme editor. Any changes you make will be saved when you purchase the theme. You can preview up to 19 paid themes, which allows you to compare different themes before buying.
 
Steps:
  1. Visit the Pisell Theme Store and choose a paid theme.
  2. Click Try theme. A preview of the theme will load for your online store. In the toolbar at the bottom of the page, there are three buttons: Close preview, Buy theme, and Customize theme.
  3. Do one of the following:
  • To stop previewing the theme, click Close preview.
  • To purchase the theme, click Buy theme.
  • To modify the theme settings using the theme editor, click Customize theme.
Even if you choose not to buy it, the paid theme will be added to the Themes page of your admin. Paid themes that you are trying will have a Theme trial label.
 

 

Set up a domain for your store

The domain name/URL link of the store is required to be filled in when you first creating the store, and it cannot be changed later.
 
 
 

Next steps

After you add your first products, choose a theme, and set up a domain, it's time to continue setting up your store.

Setting up your store
Depending on how many products you plan to offer, adding and organizing your product listings can be the most time-consuming step of setting up a Pisell store. Organizing your store is worth the work, though: a well organized store is easier for your customers to use, helping them to find the products they want quickly.

 
On this page
 

Add more products to your store

The process for adding more products to your store is the same as adding your first one.
Steps:
  1. From your Pisell admin, click Products to go to the Products page.
  2. From the Products page, click Add product.
  3. Enter a title for your product, along with additional details. Product details change the way your products display to customers. They also make it easier for you to organize your products, and they help customers to find what you are selling. In addition to product titles, some product details you might want to enter include product descriptions, images, prices, shipping details, weight, and more.
  4. Click Save product.

 

Organize your products

 
You can create product collections to organize your products, making them easier for your customers to find. For example, you can create the following kinds of collections:
  • clothes for men, women, or children
  • items of a certain type, such as lamps, cushions, or rugs
  • items on sale
  • items in a certain size or color
  • seasonal products, such as holiday cards and decorations.
 
Steps:
 
  1. From the Collections page, click Create collection.
  2. Enter a Title and Description for the collection.
  3. Under Sales channels, choose from your active sales channels to make the collection available on select channels. Examples of sales channels include your Pisell online store, Pisell POS, Messenger, Amazon, Buy Button, and others.
  4. Choose whether products will be added to the collection manually or automatically. You won't be able to change the collection type later.
  5. If you choose Automated, then add the selection criteria under Conditions. Read more about conditions for collections.
  6. Click Save collection.
  7. If you are creating a manual collection, then you will be able to add products. Make sure you click Save after adding products. You can add the same product to any number of different collections.
  8. If you are creating an automatic collection, then products matching your conditions will automatically be added. Choose a sort order from the drop-down menu, then click Save.
The list of product groups provides filtering and searching functions for group status, belonging group, and group name;
The list title is group picture, group name, and product condition respectively.
 
Check one or more groups, the list title changes to Bulk Action Button Group.
(1) Edit product group: check 1 or more products, click this button to jump to the page of batch editing. The page style and logic is similar to batch editing of products.
(2) Other Functions: Includes enabling and disabling groups, and deleting groups.
① Enabled: After creating a group, the default is "enabled".
② Deactivation: For the "enabled" group, you can deactivate the operation, and after deactivation, add the "deactivated" logo to the list after the group name.
③ Delete the group: After deleting the group, correlations between the products in the group and the group will also be removed. A pop-up window will indicate "sure you need to delete the selected group, the operation cannot be undone.
 
Click "New Group" on the list page to jump to the new group page:
B1. Group Name: Mandatory.
B2. Group Description: optional. This is a summary for this group.
B3. Product Type.
This option can only be edited through creation.
(1) Manual Correlation: products are manually added to the group before the product will be associated with the group.
(2) Automatic Association: that is, as long as the product meets the automatic association rules, the product will be automatically added to the group when it is created or edited and saved.
When there are multiple rules:
① Satisfy All: all conditions need to be met for the product to be automatically associated with the group;
② Satisfy Any: only one of the multiple conditions needs to be met for the product to be automatically associated with the group;
For products with more than one specifications, as long as any of the specifications meet the auto-association conditions, the product will be automatically added to the group.
(3) Conditions: Up to 10 conditions can be added.
(4) On the New and Edit page of the product, you can only sort product into groups manually.
Condition name Formula Value
Property Equal to Drop down options: Product, Group
Type Equal to, Includes Input field
Brand Equal to Input field
Label Includes Input field
Product Name Equal to, Includes Input field
Price Equal to, Greater than, Smaller than Input field
B4: Optional This group can be applied to your selected channels.
B5: Optional This is used for uploading media. One image maximum.
[Save]: When the page does not meet the saving conditions, the button is disabled; after saving, the page jumps to the view page of the newly created group (not to the group list page).
[Cancel]/[Return]: If the page has edited content, when the user clicks on the button, there is a pop-up message "There are unsaved content changes on this page. If you exit the page, any unsaved changes will be lost", and then the [Cancel] and [Exit Page] buttons are available.
 
Click on an existing product group in the list to jump to the view/edit page of that group.
Default is a view page, allowing direct modification of data in this page. After changing the content, you need to "save" before updating the group.
The "Save" button is disabled if no fields has been modified.
The following logic is included when editing the "Automatic" grouping of products:
(1) Product Group: After type of product changes, this will also change.
(2) Product Group Type (both automated or manual sorting): this can only be selected when new group is created. You CANNOT modify this field later.
(3) Automated Grouping: When the changes are changed and saved, the products associated with them will follow the changes in the conditions (remove the products under the original conditions and associate them with products that meet the new conditions).
(4) When you save a new or edited product, you also need to go and re-match the product grouping.
 

 

Add "About us" and "Contact us" information pages to your store

 
If you have information that you want your customers to know about that won't change often, for example, details about your organization or the contact information for your store, then you can create pages for your store to give that content a permanent location.
 
Steps:
 
  1. From your Pisell admin, go to Online Store > Pages.
  2. Click Add page. You will be taken to a new webpage editor.
  3. In the webpage editor, enter a Title and Content in the text boxes provided. And choose whether you want your webpage to be published or not.
In the Visibility field, you can choose whether you want your webpage to be published or not. By default, your new webpage will be visible when you click Save. Select the Hidden option if you want your new webpage to be hidden from your online store, or click Set a specific publish date to control when your webpage is published.
  1. Click Save.
Note
Even if your new webpage is visible, it won't appear in your online store navigation automatically. You'll need to add a link to it in a menu.
 

Add a menu and links to your store

You need a menu and links to help your customers to explore your store. By default, the main menu contains links to the Home page and the Catalog page, and the footer menu contains a link to the Search page.
 
Steps:
 
  1. 在 Pisell 后台中,转到在线商店 > 页面。
  2. 单击添加页面。您将转到新建自定义页面。
  3. 在自定义页面中提供的文本框中输入标题和内容,添加菜单和指向商店的链接。
  4. 单击保存。

 

 

Next steps

After you finish setting up your store, it's time to choose your store management settings.
 

 
Setting up your email
From receiving important notifications to communicating with your customers, email is an important part of any business. This page shows you how to set up and configure both your store owner email and your sender email.
 
The store contact address is the email address that you used when you signed up for Pisell. It's where you'll receive your files if you export your products, orders, or customer lists.
 
The sender email is your customer-facing address. It's where your customers can contact you directly, and it's the address that's associated with the automatic notification emails that they receive about their orders.
 
Add the Pisell Sender Policy Framework (SPF) records and Domain Keys Identified Mail (DKIM) records to ensure that your email message is delivered to your customer.
 

 
On this page
 

 

Change the store email address

 
By default, the store contact address is the email address that you use when you sign up for Pisell. It's the email address that Pisell uses to contact you and where you receive your files if you export your product, order, or customer lists. If you want Pisell to contact you at a new email address, this is where you can update that information.
 
Steps:
  1. From your Pisell admin, go to Settings.
  2. Click General.
  3. In the Store details section, change your email address under Store contact address or Account email. This will be the email that Pisell uses to contact you about your account.
Note
If you haven't set up a single login, then the Account email displays instead of Store contact address.
  1. Click Save.
  2. Go to your new email account's inbox, and click the link in the verification email from Pisell.
 
Note
To change the email or password that the store owner uses to log in to Pisell, you need to change the information in their account settings.
 

 

Change your sender email address

 
The sender email is your customer-facing email address. This is the email address that is displayed in the From field when your customers receive automatic notification emails, order confirmation emails, and any marketing emails sent from Pisell. Some domains might require additional authentication, otherwise your sender email address might appear with
via Pisellemail.com, or as
store@Pisellemail.com.
If your sender email address is DMARC protected, then your email address might appear in inboxes as
store@Pisell.com. Replies from your customers will be forwarded to your chosen sender email address.
Learn more about sender email addresses and Pisell Email.
Steps:
  1. From your Pisell admin, go to Settings.
  2. Click General.
  3. In the Store details section, change your email address under Sender email.
  4. Click Save.

 

Ensuring that your email message is delivered to your customer

 
When you use a third-party domain, you need to verify your sender email address to ensure that your email message is delivered to your customers.
 

 

Add the Pisell SPF and DKIM records to your third-party domain

 
You can help to ensure that your email message reaches your customer by adding the Pisell SPF and DKIM records to your third-party domain. If you need help to modify your CNAME records, then contact your domain provider.
 
Before you begin
To complete this procedure, you need to have the following information:
  • your login information for your third-party domain provider account
  • your sender email, which is the email address that you use to communicate with your customers
 
Steps:
  1. From your Pisell admin, go to Settings.
  2. Click General.
  3. In the Store details section, click Manage next to the Sender email field.
  4. On the Sender email page, click Authenticate.
  5. Follow the instructions to enter the new CNAME records into your third-party domain manager.
Changes can take up to 48 hours to complete. After your domain changes have taken effect, your domain status is Authenticated.
If the domain verification fails, then verify that the DNS records that you entered into your third-party domain provider match the records that were provided in your Pisell admin.
 
 

Choosing your store management settings
Before you open your store to customers, you need to do the following tasks:
  • Add a package type.
  • Choose what payment methods you'll accept and where you'll receive payouts.
  • Customize your tax settings.
  • Add your store's policies to your checkout page.

 
On this page
 

 

Add a package type

 
You can save the dimensions and weights of your preferred package types on the Shipping and delivery settings page in your Pisell admin.
Steps:
  1. From your Pisell admin, go to Settings > Shipping and delivery.
  2. In the Packages section, click Add package.
  3. Enter the required information about the package type.
Some mail types have restrictions on the size of the packages that you can use to ship your products. A notice about applicable size restrictions will appear on the dialog when you create a new package type.
Note
If you enter dimensions and weights for your packages, then your calculated shipping rates will be more accurate.
  1. Click Add package.
 

 

Set up locations (optional)

 
If you plan to manage your inventory and fulfill orders from various spaces, then you can use locations. After you set up multiple locations, if you’re out of stock at one location but have inventory at another location, then Pisell will split the order so that it is fulfilled from multiple locations.
Your locations can be retail stores, warehouses, pop-up shops, dropshipping suppliers, or any other place where you manage or stock inventory. With multiple locations, you have better visibility into your inventory across your business.
 
For most Pisell plans, you can have up to six locations.
 
Create a location
 
Steps:
  1. Go to Settings > Locations.
  2. Click Add location.
  3. Enter a name and address for the location.
  4. Click Save.
After you create a location, it’s added to the bottom of your fulfillment priority list.
 
If you have more than one active location, then you need to specify the priority sequence for order fulfillments. For more information about fulfilling orders with multiple locations, see Setting up your locations.

 

Set up a payment method

Pisell supports a variety of payment methods, but the simplest way to accept payments online using Pisell is Pisell Payments.
 
Note
Pisell Payments is available only to stores in certain countries. For a list of supported countries, see Can I use Pisell Payments?.
Pisell Payments eliminates the need to set up a third-party payment provider or merchant account to accept payments. Pisell Payments comes fully integrated with your store, and lets you manage your business and financials in one place.
 
Steps:
  1. From your Pisell admin, go to Settings > Payments.
  2. In the Accept credit cards section, click Add a provider.
  3. Select Pisell Payments, and then click Continue.
  4. In the Pisell Payments section, click Complete account setup.
  5. Enter the required details about your store and your banking information.
  6. Click Complete account setup.
 
After you've set up Pisell Payments, you can configure your settings or make a test transaction on your store.
 

 

Set up your taxes

 
As a merchant, you might need to charge taxes on your sales, and then report and remit those taxes to your government. Although tax laws are complex and can change often, you can set up Pisell to handle common sales tax calculations. You can also set up tax overrides to address unique tax laws and situations.
 
Pisell uses many default sales tax rates, which are updated regularly. If you use the default rates, you should confirm that they are current and correct. You can override them whenever necessary.
It's important to make sure your tax settings are correct for your store, and you need to remember to file your store's taxes. For more information about taxes and your Pisell store, see Taxes.
 
General process to set up taxes
 
There isn't a formal list of steps to set up your taxes. Instead, use this process as a guide:
  1. If you're running an online store, then set up the countries you will be shipping to. You do this step first because the default tax rates are based on your shipping zones.
  2. If you're using Pisell POS, then set up the tax rates based on your retail store locations. This step ensures that the POS tax rates are based on the geographic location where your in-person sales take place.
  3. Set up the tax rates in the countries and regions to which you will be selling and shipping your products:
  • If you're in the United States, then choose automatic tax settings or manually specify the rates for state taxes, including shipping taxes.
  • If you're not in the United States, then use the default values or specify the rates for countries and their regions where you're registered to collect taxes. You can also specify whether you will charge taxes on shipping.
  1. If you sell digital products, then set up the taxes that apply to these items.
  2. Override any tax rates where necessary.
As you set up taxes, you can access and review your settings on the Taxes page in your Pisell admin.

 

Add your store policies

 
Before they buy a product, your customers need to have access to your policies for refunds, privacy, and terms of service.
 
You need to add your store policies using a separate webpage. Your policies are displayed as links at the bottom of your checkout page.
 
Steps:
  1. Set your store policies.
  2. In a new browser tab or window, go to your Pages page.
  3. Create a new page.
  4. From your store checkout settings, copy each policy to your clipboard.
  5. On your new page, paste your clipboard contents.
  6. Click Save page.
  7. Add a link to your policies page so that your customers can find it easily.
 

 

Next steps

 
After you finish choosing your store management settings, you can prepare to launch your store.
 
 
Preparing for launch
 
Preparing your Pisell store for launch
 
Before you launch your store, place some test orders to see how the checkout process works. When you're ready, remove the password on your store so that it's open to the public.
 

 
On this page
 

 

Place a test order

 
By placing a test order, you can make sure that your settings for the following parts of your store are working correctly:
  • checkout process
  • order processing
  • inventory
  • shipping
  • Taxes
 
Charges don't apply to test orders. You should place at least one test order during your store setup, or whenever you make changes to your payment settings.
 
This section explains how to test orders that are made using Pisell Payments. If you aren't using Pisell Payments, then you can place a test order in two ways:
  • Use Pisell's bogus gateway to simulate a transaction
  • Use a real payment provider, and then immediately cancel and refund the order.
 
 
Enable test mode
 
Steps:
  1. From your Pisell admin, go to Settings > Payments.
  2. In the Pisell Payments section, click Edit.
  3. Check Use test mode.
  4. Click Save.
 
Note
After you place your test orders, make sure to turn off test mode.
 
 
Simulate successful transactions
Note
Simulated transactions will not show on your payouts menu or reports.
Steps:
  1. Go to your online store.
  2. Add a product to your cart.
  3. Follow the checkout process for your store as if you were a customer buying a product. Use the following information when you're asked for credit card details during checkout:
  • Name on card: Enter at least two words.
  • Expiry date: Enter any date in the future.
  • CVV: Enter any three digits.
  • Card number: Use the following numbers:
Card type
Test card number
Visa
4242424242424242
Mastercard
5555555555554444
Discover
6011111111111117
Diners Club
30569309025904
JCB
3530111333300000
 
Simulate failed transactions
 
If you want to see the credit card error messages that might be displayed to a customer during checkout, you can simulate a number of different failed transactions:
  • Use credit card number 4000000000000002 to generate a card declined message.
  • Use credit card number 4242424242424241 to generate an incorrect number message.
  • Use credit card number 4000000000000259 to simulate a disputed transaction.
  • Use an invalid expiry month, for example 13, to generate an invalid expiry month message.
  • Use an expiry year in the past to generate an invalid expiry year message.
  • Use a two-digit CVV number to generate an invalid CVV message.
 

 

Remove your online store password

 
When you're ready to launch your store, you can remove your online store password.
 
Note
During your 14-day free trial, your online store is automatically password-protected. With the password page, you can create a password and add a custom message that your customers will see when they go to your store. If you are ready to launch your store during your free trial, then you need to pick a plan before you can remove your online store password.
 
Steps:
  1. From your Pisell admin, go to Online Store > Preferences.
  2. In the Password page section, uncheck the Enable password page option.
  3. Click Save.
 
 
从线下转变为线上
 
Moving an offline business to selling online
 
When customers can’t shop for your products in-person, selling your products online gives your customers another way to purchase products and engage with your business. It also lets you provide customers with more information about your business, a place for them to leave reviews, and a way for them to sign up for emails from your business.
 

 
On this page
 

 

Start your online store

 
Visit Pisell.com to start your online store with a 14-day free trial. Enter your email, password, and business name. Your business name will be used in your store’s default URL that your customers will use to shop from your store. After you start your trial, you can purchase or connect an existing URL for your default URL.
 

 
 

Products

 
When you post your products online, write descriptive titles, write accurate descriptions, and take clear pictures. Customers want to know much more about a product when they buy it online because they can't interact with it in person.
 
There are different ways to get your products into your Pisell account, depending on how many products you need to add and whether you already have any information about them online:
  • To add products directly in the Pisell admin, refer to Add a new product.
  • To add products in bulk using a CSV file, refer to Importing products with a CSV file.
  • If your products exist on a third-party POS software, then you can import them into Pisell using the all-new Pisell POS.
  • If your products are already on a third-party ecommerce website, then check if you can use Pisell’s importer app.
 
After you add your products, you can organize them into collections. Collections let you highlight certain products on different pages of your website, apply discount codes to specific groups of products, or feature certain products on your homepage. For more information, refer to Collections.
 

 

Gift cards

 
Along with your products, you can also sell gift cards. Gift cards are a fast way for your business to sell online. Your customers can purchase gift cards, which are delivered by email. By default, the gift cards that you create never expire.
 
As you launch new products that can be purchased online or make your products available for local delivery or pickup, customers can redeem gift cards at checkout. For more information, refer to Selling gift cards.
 

 

Prepare your website’s pages

 
Each product and collection that you create is automatically given a page on your online store, but your homepage and any other additional pages need to be manually set up.
 
Homepage
 
Your homepage is usually the first page people access when they find your business online. This page should include your branding, highlighted products, special offers, and any important information your customers need to know.
 
Custom pages
 
You can create custom pages for other information that might interest your customers. Many business have the following custom pages:
  • About Us
  • Contact Us
  • FAQ
  • Shipping information
 
For information on how to create custom pages, refer to Pages.
 
 
Policy pages
 
Policy pages help customers understand how your business operates, and explain how you handle shipping, refunds, and privacy. These policies are shown by default in your checkout, but you can create direct links to them in your website’s menus.
 
Pisell provides templates for many policies, which you can adjust to fit your business. For more information on creating and editing policy, refer to Adding store policies.
 

 

Payment providers

 
If you sign up for a Pisell account in a country eligible for the Pisell Payments payment gateway, then your business is automatically set up with Pisell Payments and you can accept payments right away. Before you accept your first order, make sure that your products are allowed within the Pisell Payments Terms of Service.
 
If you aren’t eligible for Pisell Payments, then you need to sign up for a third-party payment gateway to accept credit card payments online. When deciding on a payment gateway, research the cost of credit card and transaction fees, terms of service, payout schedules, and available currencies. Check which gateways are available for your country, sign up for an account with the gateway that you want, and then connect it to your Pisell account.
 
If you don’t accept credit card payments, then enable some alternative payment methods or manual payment methods for customers to choose at checkout.
 

 

Shipping

 
When you sell online, you need to have a way to send your products to your customers. You can provide as many shipping options as you want to your customers to make sure they get their orders in the way that works best for them.
 
Note
If you sell any digital goods, such as artwork or digital gift cards, then make sure to deselect This is a physical product in those products’ details so customers aren't charged shipping fees for those products.
 
You can create general shipping rates which apply to all your products, and create specific rates only for certain products by creating shipping profiles. Within each shipping profile, you create shipping zones to specify which countries you want to ship to, and then create shipping rates for each shipping zone. For example, if you ship to both Canada and the United States, then you can create a shipping zone for each country, and charge different shipping amounts for each shipping zone.
 
For more information about creating shipping profiles, refer to Shipping profiles.
 
You can offer flat shipping rates, conditional flat shipping rates based on the weight or price of a customer’s cart, and live carrier-calculated rates from USPS, UPS, Canada Post, and DHL Express. For more information on shipping rates, refer to Setting up shipping rates. You can also specify local shipping rates for customers who live near your business.
 

 

Let shoppers know you’re open for business

 
There is no guaranteed foot traffic when you open an online business; you need to let customers know where you are. There are many options available for businesses to market online. You might need to experiment with a few different options before you find the ones that work best for your business.
 
Search Engine Optimization (SEO)
 
A lot of marketing and search engine results rely on specific words being matched to your business. Consider the keywords that you want to focus on. Using specific keywords in your business descriptions, product titles and descriptions, and marketing will help with your search engine optimization, or SEO, which helps you rank higher on search results pages when people search for your keywords. For more information, refer to Developing a marketing plan.
 
Marketing apps
 
Marketing automation tools, such as Kit, can help you set goals and manage your marketing. Review the Pisell App Store for other marketing apps.
 
External links
 
In general, the more links that exist on the internet that lead to your website, the better. Consider writing a blog article and sending it to various blogs that write about your niche or industry. Asking them to publish an article about you, perhaps in exchange for adding a link to their blog on your website, can be a good way to bring traffic to your website.
 
Other methods to get more links include reaching out to social media influencers, offering contests, and posting your own blog content.
 
Targeted ads
 
Using targeted ads in search engines and social media sites is another way to advertise your business to people who you feel are most likely to place an order for your products. You can specify an audience for your ads so that the ad provider shows your ads only to people with the criteria that you choose. For example, if you sell baby clothes, then you can set your ads to appear only to people who have young children or grandchildren.
 
Signage
 
If you have a retail location, then you can post signage in your storefront to let customers know where they can shop your products online. Use the Pisell storefront signage maker to create a custom sign with a QR code customers can scan to visit your store. You can choose from a variety of templates and customize the sign with a personal message.
 
Moving a restaurant online
 
If your customers can’t visit your restaurant for a meal, then selling online gives you the option to let your customers pick up their meals, have meals delivered to them, or purchase gift cards to share with others. Having an online presence also lets you provide customers with more information about your business, a place for them to leave reviews, and a way for them to sign up for emails from your business.
 
For more suggestions, refer to our checklist of things to consider when moving a restaurant online.
 

 
On this page
 

 

Start your online store

 
To move your restaurant online, visit Pisell.com and start your online store with a 14-day free trial. Enter your email, password, and business name. Your business name will be used in your store’s default URL. After you start your trial, you can purchase or connect an existing URL for your default URL.
 

 

Create an online menu

 
To build your restaurant’s menu online, you need to add products and prices to your online store. Your menu items need descriptive titles and accurate descriptions.
There are different ways to get your products into your Pisell account, depending on how many products you need to add and whether you already have any information about them online:
  • To add products directly in the Pisell admin, refer to Add a new product.
  • To add products in bulk using a CSV file, refer to Importing products with a CSV file.
  • If your products exist on a third-party POS software, then you can import them into Pisell using the all-new Pisell POS.
  • If your products are already on a third-party ecommerce website, then check if you can use the Store Importer app.
After you add your products, you can organize them into collections. Collections let you highlight certain products on different pages of your website, apply discount codes to specific groups of products, or feature certain products on your homepage. For more information, refer to Collections.
 
 

 

Choose a theme

 
Before you share your online store with your customers, you should choose a theme that reflects your restaurant's brand. If you select Restaurants as your industry when you create your store, then the Express theme is added automatically.
 
Express is a free theme by Pisell. Express is designed to get you online quickly, even if you have limited product photography or a small inventory. It includes features designed for restaurants, like a collapsible cart drawer and product modals that make it easy for your customers to build an order.
 
Express also includes a featured collections section, which lets you display multiple collections in tabs. You can use this section to organize your collections into a menu on your home page. For example, you can feature an appetizers collection, a main dishes collection, and a desserts collection in the same section. Users can navigate between tabs in the section to quickly review and select from your menu.
 
If you want to choose another theme, then you can choose one from the Pisell theme store.
 
You can customize your theme's branding, layout, and other settings using the theme editor.
 

 

Customize your home page and create pages

 
Each product and collection that you create is automatically given a page on your online store, but your home page and any other additional pages need to be manually set up. You can set up these pages by editing your theme and creating pages.
 
Home page
 
Your home page is usually the first page people access when they find your business online. This page can include your branding, business hours, delivery options, special offers, and any important information your customers need to know.
 
You can also feature products and collections on your home page. If you're using a theme optimized for one-page stores, like Express, then this may be the only page you decide to use in your store.
 
You can edit the home page of your store using the theme editor. To learn about the sections you can include on your home page, refer to your theme's documentation.
 

 

Custom pages

 
You can create custom pages for other information that might interest your customers. Many businesses have the following custom pages:
  • About us
  • Contact us
  • About our menu
  • Business hours
 
For information on how to create custom pages, refer to Pages.
 

 

Policy pages

 
Policy pages help customers understand how your business operates, and explain how you handle delivery, refunds, and privacy. These policies are shown by default in your checkout, but you can create direct links to them in your website’s menus.
 
Pisell provides templates for many policies, which you can adjust to fit your business. For more information on creating and editing policy, refer to Adding store policies.
 

 

Payments and tips

 
Before you can accept any orders on your online store, you need to set up a payment provider. After your payment provider is set up, you can also accept tips from your customers when they place their orders.
 
Payment providers
 
If you sign up for a Pisell account in a country eligible for the Pisell Payments payment gateway, then your business is automatically set up with Pisell Payments and you can accept payments right away. Before you accept your first order, make sure that your products are allowed within the Pisell Payments Terms of Service.
 
If you aren’t eligible for Pisell Payments, then you need to sign up for a third-party payment gateway to accept credit card payments online. When deciding on a payment gateway, research the cost of credit card and transaction fees, terms of service, payout schedules, and available currencies. Check which gateways are available for your country, sign up for an account with the gateway that you want, and then connect it to your Pisell account.
 
If you don’t accept credit card payments, then enable some alternative payment methods or manual payment methods for customers to choose at checkout.
 
Tips
 
You can enable the option for customers to leave tips when they place an order. You can enable tips in your checkout settings.
 
For more information on accepting tips in your online checkout, refer to Setting up tipping options.
 

 

Set up pickup and delivery

 
If you or your staff can travel and deliver to your customer's door, then you can offer local delivery. You can also offer pickup for your customers' orders, so they can come pick up their order when it’s ready.
 
To provide local delivery to your customers, you can use the Pisell Local Delivery app to create order lists, view a map of your delivery locations, and optimize delivery routes. In addition, you can use the Pisell mobile app while you deliver orders so that you can update the order status in real time.
 
If you have more than one location and you want to offer delivery options for all of them, then you need to create and manage your locations to make sure your customers can order from the location that is closest to them.
 
Enable local pickup
 
You can set up the option for customers to pick up their online orders at your retail store, curbside, or any location that you choose.
 
To do this, you need to enable the local pickup option for each location where customers can go to get their orders.
 
The shipping rate for local pickup is set to Free and cannot be changed.
 
Each pickup order requires you or your staff to verify that each item is in stock. When you have verified each item, you can send a notification to the customer that the order is ready. You can also print a pickup slip to attach to the order.
 
When a customer comes to get their order, you need to change the order status from unfulfilled to fulfilled using your Pisell admin or Pisell app. This signals to you and your staff that the order has been picked up and no further action is required.
 
To learn more about setting up local pickup, refer to Local pickup for online orders.
 
Enable local delivery
 
  1. From your Pisell admin, click Settings > Shipping.
  2. In the Local delivery section, find the location you want to enable and click Manage.
  3. Enable This location offers local delivery.
  4. In the Delivery area section, specify the area where you want to offer delivery.
  5. In the Information at checkout section, set a delivery fee, a minimum order price for local delivery, and any information you want shown during checkout, such as what time local delivery is available, and on what days of the week.
  6. Click Save.
 
The Pisell Local Delivery app
 
To use the Pisell Local Delivery app, the following requirements must be met:
  • You have to set up local delivery in your store.
  • Staff need an active login for your Pisell store.
  • Staff need the apps staff permission.
 
For more information, refer to Pisell Local Delivery app.
 

 

Let your customers know you’re open for business

 
There is no guaranteed foot traffic when you open an online business; you need to let customers know where you are. There are many options available for businesses to market online. You might need to experiment with a few different options before you find the ones that work best for your business.
 
Social media
 
The use of social media can help you connect directly with your local customers who are already familiar with your restaurant. You can use use things like Instagram posts and Facebook updates to let your customers know that you are now online, and ready to take their orders.
 
External links
 
In general, the more links that exist on the internet that lead to your online store, the better. Consider writing a blog article about your new online store and sending it to various local blogs. Asking them to publish an article about you, perhaps in exchange for adding a link to their blog on your store, can be a good way to bring traffic to your new website.
 
Other methods to get more links include reaching out to social media influencers, offering contests, and posting your own blog content.
 
Marketing apps
 
Marketing automation tools, such as at Kit, can help you set goals and manage your marketing. Review the Pisell App Store for other marketing apps.
 
Advertise your business
 
Using advertisements is another way to reach out to people who you feel are most likely to place an order for your products. Advertising your business in your local area helps to let customers know that you are still open and taking orders. For example, you could develop a partnership with your local radio station to advertise that you are offering delivery.
 
You can also use targeted ads in search engines and social media sites to advertise your restaurant. You can specify an audience for your ads so that the ad provider shows your ads only to people with the criteria that you choose. For example, as a local restaurant, you can set your ads to appear only to people who are located in the city or town that your restaurant is in.
 
 
 
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